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The note is written before the shift ends.

Built for California assisted living. Your team dictates at the bedside. CareTrace writes shift notes, incident reports, and service plans into your EHR.

A care manager capturing a voice observation beside an assisted living resident
One observation, captured in the moment.Voice → structured note → licensed nurse review → EHR

What CareTrace produces

01Assessment02Incident Report03Service Plan
From observation to record

What lands in your EHR.

One bedside observation becomes a survey-ready note, structured for California Title 22 and routed for licensed review before it reaches the EHR.

Incident report · Room 214-B

RN review ready
Time of event
02:34, Room 214-B. Found by Care Manager during rounds.
Witness posture
Unwitnessed. Bed low. Call light on pillow. Floor mat in place.
Injury assessment
Hip pain 4/10. No head strike. No visible injury. A&Ox3.
Vitals
BP 128/74 · HR 82 · RR 18 · SpO2 97% · Temp 98.2°F · Pain 4/10
Notification chain
02:41 MD paged · 02:52 returned · 03:05 RP · 07:15 Care Director / HSD
Review stays human

Speak once. Review before anything is filed.

Staff speak. CareTrace writes what actually ends a shift: shift notes, incident reports, service plans. A licensed nurse signs before anything reaches the EHR.

More on compliance

CareTrace is built for California RCFEs. Incident reports are structured around Title 22 §87211, including the event timeline, injury assessment, notifications, and follow-up. ADL, skin, behavior, and change-of-condition observations route to licensed review before any artifact reaches the EHR.

How a shift runs

See how a shift runs on CareTrace.

A real 7pm to 7am shift inside a California assisted living community. Seven moments where a Care Manager, Med Tech, or nurse documents, and each one is handled while the shift is still moving.

19:00Care ManagerPhone at the hallway cart

Open the app, see tonight's assignment.

Maria pulls out her phone at the hallway cart. CareTrace opens to the residents she is covering for the shift, with the mic one tap from every row. The community's consent notice is confirmed before a microphone ever opens.

By 7 AM the shift is documented, signed, and in the EHR. Nothing is waiting to be typed.

Real floor language in, survey-ready structure out

Trained for the chaos of the shift.

Interruptions, corrections, call bells, half-sentences. CareTrace pulls the signed Title 22 §87211 out of the way it actually gets said.

Raw floor audio

Unwitnessed fall. Room 214-B.

  1. Two thirty four AM, room 214, no wait, 214-B. Mrs. R, she's on the floor.
  2. Right side, uh, eyes open, she's talking to me, she's fine, she's fine. Maria can you grab the gait belt, thanks.
  3. Unwitnessed, I was in 216, heard the thud. Bed was low, call light on the pillow, floor mat in place, so.
  4. Hey sweetie where does it hurt, okay hip, she says like a four, no head strike, no blood, nothing.
  5. (call bell) hold on, that's 210, Maria's got it. Um, paging Ruiz, daughter after the RN clears her, start the report.
Structured Title 22 §87211 incident report

Incident report. Mrs. R., 02:34.

Time of event
02:34, Room 214-B. Found by Care Manager during rounds.
Witness posture
Unwitnessed. Bed low. Call light on pillow. Floor mat in place.
Injury assessment
Hip pain 4/10. No head strike. No visible injury. A&Ox3.
Vitals
BP 128/74 · HR 82 · RR 18 · SpO2 97% · Temp 98.2°F · Pain 4/10
Notification chain
02:41 MD paged · 02:52 returned · 03:05 RP · 07:15 Care Director / HSD
Title 22 §87211 report queued
Due 2026-08-18 to licensing + responsible party.
Service plan update
Bed alarm on · Morse score 65 · PT re-eval ordered · QAPI flagged.
Representative output. Real structure, fabricated resident.
Morning standupTue · 10:00
  • Room 506 · G. Stewart

    Catheter 100mL clear. Refused breakfast, accepted Ensure.

    Care Manager · routine
  • Room 511 · N. Reyes

    Refused 8pm meds. Pushed cup, said not tonight. Settled after 20 min.

    Med Tech captured · RN reviewed
  • Room 520 · M. Alvarez

    Reddened area on sacrum during pericare. Did not blanch when pressed. No broken skin.

    Care Manager observed · RN started skin assessment
  • Room 522 · J. Park

    Found on floor left of bed. Says she's okay. No visible injury. Called nurse.

    RN alert charting · LIC 624 drafted · family + MD call queued
One shared picture of the last 24 hours

The 24-hour binder, digital.

Five places to write the same observation, now one. Care Manager notes route to the assigned Nurse the moment they're written. By 10 AM the night is reviewed and signed.

  • The paper 24-hour binder is replaced by a live screen, in room order. Illnesses, incidents, refusals, and out-of-building entries all read at once.
  • Care Manager notes route to the assigned Nurse for review. The Care Director is cc'd or escalated based on triggers.
  • Capture once, distribute many. One fall observation triggers alert charting, the LIC 624 draft, and the family and physician notifications it requires.
  • Every entry is signed, timestamped, and exportable. The standup is the audit trail.
No rip-and-replace project

How we write into your EHR.

A secure browser extension fills the fields the reviewer would otherwise type by hand.

Care staff dictate during the shift. CareTrace drafts the note, and a licensed reviewer edits and signs it. The extension then files that signed note into the community's existing EHR.

We map the workflow during the pilot, starting with assisted living systems such as YardiOne and ElderMark. There is no rip-and-replace project and no second chart for the team to maintain.

More on how we integrate

There's no separate contract with each EHR vendor, and it runs on the reviewer's own computer. It only copies text the reviewer already signed off on, so nothing new leaves the building.

Trust is part of the workflow

How we handle security.

Encryption

HIPAA-aligned

Encryption in transit and at rest. Role-based access. Full audit trail.

Contracts

BAA available on request

Signed before any PHI enters our systems.

Model policy

PHI never used for training

Not our models, not any third party's.

Residency

U.S. data residency

All PHI stored and processed in U.S. regions.

Auditability

Audit logs

Every access to a resident record is logged and exportable.

Certification

SOC 2 Type II in progress

Observation window underway; security packet on request.

A shift-length pilot

See CareTrace on your floor.

Fifteen-minute walkthrough on your community's workflow. We bring the voice capture, the EHR fill, and the security packet. You bring the questions that actually matter.